I’m a Admin Care Coordinator or Champion
User Access
Managing User Access for Admin Users
How to add, edit, and deactivate Care Coordinator users as an Admin.
Roundtrip Configurations and Tools
Benefit Management
How transportation benefit limits work, what ride bookers see when a limit is hit, and where to view benefit info.
Reports Tab: Overview & Access
The Reports tab gives you a clear view of your organization's transportation data — right inside the Roundtrip Portal — so you can monitor performance, catch issues early, and make data-driven decisions.
Available Reports
Reports available for care coordinators.
Navigating a Report
Once you've opened a report, here's how to filter it, switch views, and pull data out for your own use.
Billing Support
Why is the Estimated Cost Different from the Actual Cost?
How estimated and actual ride costs are each calculated, and why they can differ.
What are Additional Transportation Costs?
The types of additional fees a Transportation Provider may request, and when they apply.
How Can I Access My Organization’s Invoices?
How your organization receives invoices, and how to manage billing contacts.
Configuring Facility Programs
What Facility Programs are, when to use them, and how to name them well.
Roundtrip Billing FAQs
Quick answers on invoices, payments, disputing a charge, and updating your services.
Technical Support
Venue Mapping Locations
Overview on how to map locations for frequently used entrances or zones.
Technical Documentation
Identity Federation Integration Guide
How to configure SSO with Roundtrip, including permission management and setup for each supported identity provider.
How to Download and Transfer Files to Roundtrip Through SFTP
How to connect to and use Roundtrip's SFTP server for eligibility files and reporting.
What Rider Data Points Does Roundtrip Collect and Share?
Overview of how Roundtrip collects and shares rider data, and where to find the full data point list.
SFTP Eligibility File Guidelines
File format, naming, and structure requirements for eligibility files sent via SFTP.
EHR Integration Overview: Roundtrip SMART on FHIR
How Roundtrip's SMART on FHIR integration works, what data it accesses, and how implementation is structured.